The short answer is “no.” Similar questions that elicit the same answer include: Do your children and/or grandchildren need to go to college? Do you really have to watch what […]

“Summertime and the livin’ is easy”1, which makes it an ideal time for financial reflection and second-half of the year retirement income planning. Most successful endeavors start (and continue) with […]

It’s not always easy to plan for large expenses. Paying for college expenses is certainly one of them. Unfortunately, college tuition and fees have risen quicker than the average rate […]

Millennials born between 1981 and 1997 are facing a variety of financial challenges.  Many are having difficulty making ends meet let alone saving toward short and longer term financial goals. […]

Since the technology boom of the mid 1990s, company stock plans have become ubiquitous beyond Silicon Valley. The appeal of these plans, which include but are not limited to stock […]